AMECX vs. BRK-B
Compare and contrast key facts about American Funds The Income Fund of America Class A (AMECX) and Berkshire Hathaway Inc. (BRK-B).
AMECX is managed by American Funds. It was launched on Dec 1, 1973.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AMECX or BRK-B.
Performance
AMECX vs. BRK-B - Performance Comparison
Returns By Period
In the year-to-date period, AMECX achieves a 12.43% return, which is significantly lower than BRK-B's 31.45% return. Over the past 10 years, AMECX has underperformed BRK-B with an annualized return of 6.75%, while BRK-B has yielded a comparatively higher 12.35% annualized return.
AMECX
12.43%
-0.81%
7.50%
19.29%
7.42%
6.75%
BRK-B
31.45%
1.01%
13.25%
29.87%
16.61%
12.35%
Key characteristics
| AMECX | BRK-B | |
|---|---|---|
| Sharpe Ratio | 2.61 | 2.08 |
| Sortino Ratio | 3.62 | 2.94 |
| Omega Ratio | 1.49 | 1.38 |
| Calmar Ratio | 3.30 | 3.92 |
| Martin Ratio | 17.00 | 10.23 |
| Ulcer Index | 1.13% | 2.91% |
| Daily Std Dev | 7.35% | 14.32% |
| Max Drawdown | -44.46% | -53.86% |
| Current Drawdown | -1.53% | -2.04% |
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Correlation
The correlation between AMECX and BRK-B is 0.52, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Risk-Adjusted Performance
AMECX vs. BRK-B - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds The Income Fund of America Class A (AMECX) and Berkshire Hathaway Inc. (BRK-B). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
AMECX vs. BRK-B - Dividend Comparison
AMECX's dividend yield for the trailing twelve months is around 3.32%, while BRK-B has not paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AMECX American Funds The Income Fund of America Class A | 3.32% | 3.66% | 3.38% | 2.86% | 3.19% | 3.20% | 3.35% | 2.82% | 3.09% | 3.26% | 3.64% | 3.17% |
BRK-B Berkshire Hathaway Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
AMECX vs. BRK-B - Drawdown Comparison
The maximum AMECX drawdown since its inception was -44.46%, smaller than the maximum BRK-B drawdown of -53.86%. Use the drawdown chart below to compare losses from any high point for AMECX and BRK-B. For additional features, visit the drawdowns tool.
Volatility
AMECX vs. BRK-B - Volatility Comparison
The current volatility for American Funds The Income Fund of America Class A (AMECX) is 1.93%, while Berkshire Hathaway Inc. (BRK-B) has a volatility of 6.64%. This indicates that AMECX experiences smaller price fluctuations and is considered to be less risky than BRK-B based on this measure. The chart below showcases a comparison of their rolling one-month volatility.